Outsourced Chief Operations Officer
Vendor Due Diligence, Selection and Oversight
Business Development, Expansion and Safekeeping
Our 5-Step Process
FiSolve streamlines the selection process and provides a framework for making the best overall choice to drive your business forward. FiSolve also assists with challenges associated with implementing change in an organization. This involves a process known as Change Management. Getting buy-in and participation from key stakeholders is a crucial part of fully leveraging and enjoying the benefits of any new system, vendor or partnership.
- Identify specific areas of need
- Identify internal and external stakeholders
- Develop a list of potential solutions and vendors
- Perform a targeted and rigorous vetting process
- Design a successful and carefully coordinated implementation strategy
Technology and regulatory requirements are advancing at an unprecedented pace.
At one time it made sense for firms to own and store their systems and processes in-house.
However, the pace of change has made this endeavor cost prohibitive for firms wishing to maintain the optimal client experience, couple with operational excellence. An overwhelming number of solutions have emerged to address the needs of financial services firms.
These solutions are designed to address a firm's needs with promises of enhancing your client's experience. It is critical to find the right technology and provider to move your business forward. This is often overwhelming for firms.
Business Development and Expansion
FiSolve assists asset managers and financial services firm identify opportunities to grow and protect their business.
Areas where we provide expertise include:
Development of an ESG Strategy
HR and Talent Management
Risk Assessments and Risk Management
Business Continuity and Disaster Recovery
IT and Cyber Security
CFO Level Services
Contact Us Today
We will show you how FiSolve will position your firm to grow its assets and bolster its processes.